Our Mission

How We Work

At Malibu Life Agency, our mission is simple, to educate and inform our clients on the best ways to use life insurance. Our goal is to make sure our clients have the right coverage from the right insurance company.

An often overlooked use of life insurance is to increase retirement savings above the normal IRA and 401k limits. This is a very powerful strategy that, if properly implemented, can result in tax free distributions down the road. So if you are looking for life insurance to protect your family, or protect a business, or simply looking for another way to seriously bulk up your retirement savings, we can help. We also offer Long Term Care Insurance, as well as lifetime income solutions.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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